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Hengehold Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Hengehold Capital Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.1M Buy
100,279
+2,617
+3% +$735K 2.34% 12
2026
Q1 		$24.2M Buy
97,662
+1,698
+2% +$438K 2.12% 12
2025
Q4 		$23.6M Buy
95,964
+3,760
+4% +$924K 1.99% 12
2025
Q3 		$22.3M Buy
92,204
+436
+0.5% +$100K 1.9% 11
2025
Q2 		$19.8M Buy
91,768
+505
+0.6% +$102K 1.8% 15
2025
Q1 		$18.2M Sell
91,263
-50,265
-36% -$10.9M 1.73% 14
2024
Q4 		$31.3M Buy
141,528
+3,550
+3% +$809K 2.94% 8
2024
Q3 		$30.5M Buy
137,978
+2,958
+2% +$633K 2.89% 8
2024
Q2 		$27.4M Buy
135,020
+1,572
+1% +$318K 2.85% 8
2024
Q1 		$28.1M Buy
133,448
+1,903
+1% +$380K 2.99% 8
2023
Q4 		$26.4M Buy
131,545
+1,976
+2% +$354K 3.13% 7
2023
Q3 		$22.9M Buy
129,569
+3,459
+3% +$649K 2.99% 8
2023
Q2 		$23.6M Buy
126,110
+24
+0% +$4.28K 3.13% 7
2023
Q1 		$22.5M Buy
126,086
+44,034
+54% +$8.11M 3.09% 7
2022
Q4 		$14.3M Buy
82,052
+2,077
+3% +$369K 1.99% 13
2022
Q3 		$13.2M Buy
79,975
+2,301
+3% +$420K 2.03% 12
2022
Q2 		$13.2M Buy
77,674
+63,430
+445% +$11.7M 1.86% 12
2022
Q1 		$2.92M Sell
14,244
-94,654
-87% -$19.3M 0.4% 41
2021
Q4 		$24.2M Buy
108,898
+6,665
+7% +$1.51M 2.99% 9
2021
Q3 		$22.4M Buy
102,233
+1,017
+1% +$225K 2.94% 10
2021
Q2 		$23.2M Buy
101,216
+4,189
+4% +$942K 3.05% 9
2021
Q1 		$21.4M Buy
97,027
+3,169
+3% +$692K 2.97% 11
2020
Q4 		$18.4M Buy
+93,858
New +$16.4M 2.74% 11
2014
Q1 		– Sell
-1,936
Closed -$223K – 80
2013
Q4 		$223K Sell
1,936
-230
-11% -$25.4K 0.08% 70
2013
Q3 		$231K Sell
2,166
-200
-8% -$20.7K 0.09% 75
2013
Q2 		$230K Buy
+2,366
New +$226K 0.1% 71

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Hengehold Capital Management's IWM Position: Q2 2026 in Review

Hengehold Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q2 2026, buying an estimated $735K and bringing the position to 100,279 shares worth $30.1M. The position accounts for 2.34% of the portfolio, ranked #12.

Hengehold Capital Management first reported a position in IWM in Q2 2013 and has held it in 26 quarters since. The position peaked at $31.3M in Q4 2024. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Hengehold Capital Management held 100,279 shares of iShares Russell 2000 ETF worth $30.1M as of Q2 2026.
  • Hengehold Capital Management bought 2,617 iShares Russell 2000 ETF shares in Q2 2026, an estimated $735K.
  • iShares Russell 2000 ETF made up 2.34% of Hengehold Capital Management's portfolio in Q2 2026, its #12 holding.
  • Hengehold Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 26 quarters since.
  • Hengehold Capital Management's iShares Russell 2000 ETF position peaked at $31.3M in Q4 2024.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.